Bank Of Montreal American Centy ETF Tr Avantis Transaction History

Bank Of Montreal

$214 Billion
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2024 Aug 14, 2024	SELL	$84.59 - $90.63 $41,787 - $44,771	-494 Reduced 33.58%	977 $88,000
Q1 2024 May 13, 2024	BUY	$79.93 - $89.5 $117,577 - $131,654	1,471 New	1,471 $131,000

Others Institutions Holding AVUS

# of Institutions

399

Shares Held

63M

Call Options Held

0

Put Options Held

0

Annex Advisory Services, LLC

3.39M
Shares

$332 Million
11.71% of portfolio
American Century Companies Inc Kansas City, MO

3.11M
Shares

$304 Million
0.18% of portfolio
Oak Root LLC Santa Barbara, CA

3.04M
Shares

$297 Million
36.46% of portfolio
Wipfli Financial Advisors Llc,

2.26M
Shares

$221 Million
9.89% of portfolio
Envestnet Asset Management Inc

1.7M
Shares

$167 Million
0.05% of portfolio

About AMERICAN CENTY ETF TR AVANTIS

Ticker AVUS
Sector ETFs
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